Archive - Matt McClintock Retail/Consumer Research - M Squared Capital

May 2025

Shocking: Proxy Shows Gary Friedman Actually Did Use RH As Personal Fiefdom

U.S. Retail/Consumer - Restoration Hardware (RH)

May 31 •

Matthew McClintock

Wal-Mart Rings Accounting Alarm, Does The Rest Of Retail Hear It?

U.S. Retail/Consumer - Wal-Mart, Home Depot, Target, TJ Maxx

May 25 •

Matthew McClintock

Dick's: Bigger Is Better If You Know How To Use It

U.S. Retail/Consumer - Dick's Sporting Goods, Foot Locker, Nike

May 15 •

Matthew McClintock

February 2025

Nike Distribution Needs A “Personal Genie”

U.S. Retail/Consumer - Nike, Foot Locker, Dick's Sporting Goods, Macy's, Academy Sports, Nordstrom, JD Sports, Lululemon, Adidas, Puma, On

Feb 10 •

Matthew McClintock

December 2024

"Send In The Cleaners" Under Armour Style

U.S. Retail/Consumer - UAA, NKE, FL, DKS, KSS, ASO, M, JWN, JD Sports

Dec 18, 2024 •

Matthew McClintock

November 2024

Ground Zero in the Athletic Footwear Debate

U.S. Retail/Consumer - NKE, FL, ONON, DECK, UAA, VFC, ASCCY, ADS-DE, PUM-DE

Nov 12, 2024 •

Matthew McClintock

August 2024

Confessions Of A Sell-Side Analyst

Number 2: The Potential Nike Turnaround

Aug 18, 2024 •

Matthew McClintock

May 2024

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